Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Hold
0
270
2023
Q2
Hold
0
285
2023
Q1
Hold
0
294
2022
Q4
Hold
0
300
2021
Q1
Sell
-111,397
Closed -$9.24M 361
2020
Q4
$9.24M Buy
+111,397
New +$9.24M 0.47% 39
2018
Q3
Sell
-4,549
Closed -$321K 194
2018
Q2
$321K Buy
+4,549
New +$321K 0.02% 196
2017
Q4
Sell
-199,217
Closed -$8.67M 257
2017
Q3
$8.67M Sell
199,217
-53,807
-21% -$2.34M 0.44% 38
2017
Q2
$10.7M Buy
253,024
+125,528
+98% +$5.32M 0.58% 30
2017
Q1
$4.83M Buy
+127,496
New +$4.83M 0.24% 70